<aside> 💡 Remember:

</aside>

Company Overview

To provide the highest quality work, I need to ask you a few questions:

  1. What specific client segments or categories are you most focused on improving retention for (e.g., high-value customers, new customers, long-term clients)?
  2. Do you have any existing data or metrics (e.g., churn rate, LTV, customer satisfaction scores) that should be incorporated into the analysis?
  3. Are there any known pain points in the customer journey that you want to address (e.g., onboarding issues, support response times)?
  4. What actionable outcomes are you hoping to achieve from this document (e.g., specific retention strategies, performance benchmarks)?
  5. Would you prefer a certain format for the document (e.g., visual dashboards, detailed written report)?

Objectives and Goals


Documents for CSM/CSOM

KPI of CSM

Internal Report for Department of CSM

Reporting documents for Enterprise


Bottom Line